Can I mandate co-investment from the charity alongside the CRT’s remainder?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Wildomar Estate Planning
Can I require quarterly beneficiary check-ins for updates?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a “set it and forget …
Can I provide additional funds for beneficiaries who adopt or foster children?
The desire to support loved ones extends beyond simply ensuring their financial security; many individuals wish to incentivize or provide …
Can I structure the trust to prioritize education over other expenses?
Establishing a trust allows for a remarkable degree of control over how and when assets are distributed to beneficiaries, and …
Can a trust provide support for gender-affirming care?
Yes, a trust can absolutely be structured to provide financial support for gender-affirming care, offering a powerful tool for ensuring …